Products
Data Sets
Integrations
Services
Omaha, NE-based RIA WealthPlan Partners has acquired a three-person wealth management firm with $275M in assets under management, according to a September 27 press release.
Based in Onalaska, WI, Klauke Investments & Insurance Services is led by owner and advisor Michael W. Klauke, along with investment advisor representative Kenneth Kalk and operations manager Eve Opland. The group services over 300 clients in the greater Coulee region in Wisconsin.
WealthPlan Partners oversees over $2.6B in assets across 5,000 accounts, per the RIA’s website.
Written By: Dakota
Clearstead Acquires $420M Chicagoland RIA Waveland Family Office
February 04, 2025
Report: Mercer Global’s David Barton Retires as M&A Head
October 21, 2024
Alera Group Appoints CEO of RIA Affiliate as Wealth Services Head
October 15, 2024
Summit Trail Enlists New Compliance Chief from Rockefeller
October 15, 2024
Nuveen Nabs New Global Private Wealth Head from Ares
October 15, 2024
925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481
© Dakota 2025 | Terms of Use | Privacy Policy
